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Form 5500 · Retirement plan · STATESVILLE, NC

HOSPICE OF IREDELL COUNTY, INC.

The filing calls this plan RETIREMENT PLAN FOR HOSPICE OF IREDELL COUNTY.

HOSPICE OF IREDELL COUNTY, INC. of STATESVILLE, NC files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by TALCOTT RESOLUTION LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1376577 · plan 001 · plan year 2024, filed Oct 11, 2025

Participants at the start of the year
258
Contracts on file
2
Contract value
$1,201,273
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with TALCOTT RESOLUTION LIFE INSURANCE COMPANY.

The contracts held $1,201,273 at the end of the plan year, as reported on Schedule A.

$27,720 in agent commissions is disclosed across the contracts; BRENT BOWMAN LPL FINANCIAL LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC161December$1,101,705$27,720
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC24December$99,568$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HOSPICE OF IREDELL COUNTY, INC.
EIN 56-1376577

The plan administrator is from line 3a of the main form. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 205 employees, 2 recordable cases, 3 days away from work.

EmployeesThe company's own average for the year
205
Hours worked
318,371
Recordable cases
2
Days away from work
3

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$6,852,496
Paid out in benefits
$286,350
Participants at the start of the year
258
Participants with account balances
173

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 56-1706742
DAVIDSON, HOLLAND, WHITESELL & CO.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in North Carolina — largest plans, brokers, carriers and renewal months.